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Clint Dunn

@Beaird Harris Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.145BTotal holdings511
Assets growth rate7.76%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 511 positions.

Assets under management

The assets under management (AUM) of Beaird Harris Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.145B in assets, with a quarterly growth rate of 7.76% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Clint Dunn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Increased 11.93%
0.26%
$2.975M
53,569 shares@ $55.54 avg price
NVDANvidia Corporation
Recent Activity
Increased 32.76%
0.25%
$2.825M
23,263 shares@ $121.45 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 1.46%
0.25%
$2.807M
45,123 shares@ $62.21 avg price
SUBIshares Tr
Recent Activity
Increased 2.7%
0.2%
$2.217M
20,879 shares@ $106.2 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 13.53%
0.18%
$1.997M
25,484 shares@ $78.37 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 293.76%
0.11%
$1.253M
5,548 shares@ $225.77 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 1736.09%
0.11%
$1.156M
31,085 shares@ $37.2 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Increased 4.01%
0.11%
$1.155M
56,668 shares@ $20.39 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
Increased 2900%
0.1%
$1.087M
5,700 shares@ $190.74 avg price
PSLVSprott Physical Silver Tr
Recent Activity
Increased 8.62%
0.1%
$1.062M
101,636 shares@ $10.46 avg price